Armstrong Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Armstrong Financial provides investment advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management as well as portfolio consulting and financial planning. The firm reports managing client assets on a continuous discretionary basis (approximately $27.3 million as of December 31, 2023) and tailors advice to client objectives and any written investment restrictions.
Investment recommendations emphasize exchange‑traded funds, mutual funds, and U.S. government bonds and rely on a mix of methods including fundamental analysis and modern portfolio theory. The adviser also employs technical analysis, both long‑ and short‑term trading approaches, and may engage in option‑writing, indicating the use of tactical and derivative strategies alongside diversified portfolio construction.
Compared with many peers, the firm’s disclosures highlight the combination of passive vehicles and active techniques (including options) and an operational model that uses an institutional custody platform (Charles Schwab) for account holdings and reporting. The brochure also notes that the firm will not vote client proxies on behalf of accounts and that tax efficiency is not treated as a primary management objective, so clients are advised to consult tax professionals for tax‑sensitive planning.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.20% $4,000,001+: 0.10%
$150 per hour for portfolio consulting and financial planning services; negotiable depending on scope
Account minimum: No minimum stated; however, firm may terminate accounts considered too small to manage effectively
Main office
Crozet VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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